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Naiop Charlotte Chapter

Not tax-deductible

Charlotte, NC501(c)(6)Since 1982EIN 56-1998642Revenue $440K in FY2025

On file with the IRSnaiopcharlotte.org1300 Baxter St Ste 360, 28204-3800 · Charlotte, NCTax-exempt since Dec 1996

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Naiop is the nation's leading trade organization dedicated to representing industrial, office, retail and related commercial real estate. Naiop provides networking opportunities for industrial and office professionals which enables them to share, address and take advantage of emerging trends and business opportunities.

Run by 18 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $74K a year · 27% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Cash reserves
24 mo
of spending, in cash
Looks good: 23.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$440K
+51% vs prior year
Spent
$282K
Net assets
$671K
By yearFY2020–FY2025
Revenue
$440K
FY2025▲ +51%
Tap a bar for its year
Revenue by fiscal year
FY2020$143K
FY2021$177K
FY2022$299K
FY2023$329K
FY2024$290K
FY2025$440K
Expenses
$282K
FY2025▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2020$130K
FY2021$113K
FY2022$153K
FY2023$325K
FY2024$230K
FY2025$282K
Net assets
$671K
FY2025▲ +32%
Tap a bar for its year
Net assets by fiscal year
FY2020$230K
FY2021$294K
FY2022$440K
FY2023$447K
FY2024$509K
FY2025$671K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

20 people listed on the 990.

Part VII, Section A · reportable compensation
George Welch Liles
National Board Liaison
$0Pt VII · Sec A
Stephen McClure
Past President
$0Pt VII · Sec A
Dan Melvin
Immediate Past President
$0Pt VII · Sec A
Sagar Rathie
President
$0Pt VII · Sec A
Bobbi Jo Lazarus
President Elect
$0Pt VII · Sec A
Nick Matus
Treasurer
$0Pt VII · Sec A
Jon Phillips
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Naiop Charlotte Chapter executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Represents commercial real estate professionals, fostering networking and addressing industry trends.

Questions for Naiop Charlotte Chapter

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Provided by the organization

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1 program · in their own filed words · FY2025
01

Naiop conducts monthly meetings & provides up-to-the-minute news and networking opportunities for industrial and office professionals.

Pt IX · col B

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$440K
Ln 12
Fees for servicesLn 2g$372K
Other incomeLn 4–11$51K
Investment incomeLn 3$16K
Money outPt IX
$282K
Ln 25
Owns and owesPt X
$671K
net assets · Ln 32
Cash and savingsLn 1–2$557K
Total assetsLn 16$671K
LiabilitiesLn 26$0
PeoplePt VI, VII
20
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$372K
Investment incomeLn 3$16K
Other incomeLn 4–11$51K
Gains on assetsLn 7$3K
Total revenueLn 12$440K
Assets in detailPt X, end of year
CashLn 1$53K
SavingsLn 2$504K
Cash and savings togetherLn 1–2$557K
InvestmentsLn 11–13$114K
Total assetsLn 16$671K
LiabilitiesLn 26$0
Net assetsLn 32$671K
OperationsPt I, VI
EmployeesI 50
VolunteersI 618
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$405K$557K
InvestmentsLn 11–13$104K$114K
Total assetsLn 16$509K$671K
LiabilitiesLn 26$0$0
Net assetsLn 32$509K$671K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K
Management feesLn 11a$193K
Accounting feesLn 11c$3K
Investment management feesLn 11f$282
Other fees for servicesLn 11g$4K
Office expensesLn 13$1K
Information technologyLn 14$12K
TravelLn 17$303
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$63K
All other expensesLn 24e$226
Total functional expensesLn 25$282K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $440K$282K$158K$671K 990 PDF
FY2024 $290K$230K$60K$509K 990 PDF
FY2023 $329K$325K$4K$447K 990 PDF
FY2022 $299K$153K$146K$440K 990 PDF
FY2021 $177K$113K$64K$294K 990 PDF
FY2020 $143K$130K$14K$230K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $439,811 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $226,931$372,327
I-10 Investment incomePrior year $18,478$16,484
I-11 Other revenuePrior year $44,897$51,000
I-12 Total revenuePrior year $290,306$439,811
I-13 Grants and similar amounts paidPrior year $3,100$2,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $226,931$279,329
I-18 Total expensesPrior year $230,031$281,829
I-19 Revenue less expensesPrior year $60,275$157,982
Part VI · Governance 16 of 16 board members independent, 3 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $439,811 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $372,327$372,327
VIII-3 Investment incomeExcluded from tax $13,428$13,428
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,056$3,056
VIII-8 Net income from fundraising eventsExcluded from tax $51,000$51,000
VIII-12 Total revenueRelated to mission $372,327 · Unrelated business $0 · Excluded from tax $67,484$439,811
Part IX · Statement of functional expenses $281,829 across 11 lines filed
IX-1 Grants to domestic organizations$2,500
IX-11a Management fees$192,764
IX-11c Accounting fees$3,400
IX-11f Investment management fees$282
IX-11g Other fees for services$3,848
IX-13 Office expenses$1,219
IX-14 Information technology$12,119
IX-17 Travel$303
IX-23 Insurance$1,768
IX-24 Other expenses (24a–d)$63,400
IX-24e All other expenses$226
IX-25 Total functional expenses$281,829
Part X · Balance sheet $670,807 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $106,010$52,691
X-2 Savings and temporary cash investmentsStart of year $298,882$504,296
X-11 Publicly traded securitiesStart of year $103,916$113,820
X-16 Total assetsStart of year $508,808$670,807
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $508,808$670,807
X-33 Total liabilities and net assetsStart of year $508,808$670,807
Part XI · Reconciliation of net assets $670,807 net assets at year end
XI-1 Total revenue$439,811
XI-2 Total expenses$281,829
XI-3 Revenue less expenses$157,982
XI-4 Net assets at start of year$508,808
XI-5 Net unrealized gains (losses) on investments$4,017
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$670,807

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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